SVB WEALTH LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 217 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$348,725
-8.6%
8,3010.0%0.01%
+14.3%
Q2 2023$381,680
+4.6%
8,301
+2.2%
0.01%
+40.0%
Q1 2023$364,813
+16.0%
8,1250.0%0.01%
+25.0%
Q4 2022$314,438
+25.8%
8,1250.0%0.00%0.0%
Q3 2022$250,000
-11.7%
8,1250.0%0.00%0.0%
Q2 2022$283,000
-20.5%
8,125
-6.1%
0.00%
-20.0%
Q1 2022$356,000
-6.1%
8,650
+6.5%
0.01%
-16.7%
Q4 2021$379,000
+3.0%
8,1250.0%0.01%
+20.0%
Q3 2021$368,000
-3.2%
8,1250.0%0.01%0.0%
Q2 2021$380,000
+5.0%
8,1250.0%0.01%0.0%
Q1 2021$362,000
+6.8%
8,1250.0%0.01%0.0%
Q4 2020$339,000
+14.9%
8,1250.0%0.01%0.0%
Q3 2020$295,000
-23.0%
8,125
-24.5%
0.01%
-28.6%
Q2 2020$383,000
+59.6%
10,767
+32.5%
0.01%
+16.7%
Q1 2020$240,000
-27.5%
8,1250.0%0.01%0.0%
Q4 2019$331,000
+7.8%
8,1250.0%0.01%0.0%
Q3 2019$307,000
-1.3%
8,1250.0%0.01%
-40.0%
Q2 2019$311,0008,1250.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ARMOR ADVISORS, L.L.C. 610,000$25,626,10011.30%
Del-Sette Capital Management, LLC 144,275$6,061,0215.96%
MinichMacGregor Wealth Management, LLC 360,810$15,157,6285.02%
Southern Farm Bureau Life Insurance 613,480$25,8934.59%
Allie Family Office LLC 99,205$4,167,6023.37%
Riggs Asset Managment Co. Inc. 191,933$8,063,1062.87%
First International Bank & Trust 182,871$7,682,4102.76%
Private Wealth Advisors, LLC 154,258$6,480,3632.74%
FOREFRONT WEALTH MANAGEMENT INC. 40,531$1,702,6962.39%
LFA - Lugano Financial Advisors SA 64,726$2,719,1392.33%
View complete list of SPDR INDEX SHS FDS shareholders